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Annis Gardner Whiting Capital Advisors’s Whirlpool WHR Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio WHR Stock Details WHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$45.8K Buy
+850
New +$62.4K 0.01% 595
2025
Q4 		– Sell
-850
Closed -$66.8K – 1359
2025
Q3 		$66.8K Hold
850
– – 0.01% 449
2025
Q2 		$86.2K Sell
850
-75
-8% -$6.24K 0.03% 327
2025
Q1 		$83.4K Buy
+925
New +$98.1K 0.04% 290
2024
Q4 		– Sell
-925
Closed -$99K – 814
2024
Q3 		$99K Hold
925
– – 0.03% 288
2024
Q2 		$94.5K Hold
925
– – 0.03% 317
2024
Q1 		$111K Sell
925
-44
-5% -$4.91K 0.04% 265
2023
Q4 		$118K Buy
969
+275
+40% +$32K 0.05% 199
2023
Q3 		$92.8K Buy
+694
New +$98K 0.05% 221

Other funds holding WHR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return